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Biotech / Medical : Cor Therapeutics Inc. (CORR) -- Ignore unavailable to you. Want to Upgrade?

To: aknahow who wrote (438)	5/11/1999 12:01:00 PM
From: LLCF	Read Replies (1) \| Respond to of 712

<DAK, assume you are watching.> Yes, I have a substantial stake (for me), and have been following the story. I think people are realizing that Integrelin could easily sell 100mill a year (I've seen bulls saying much higher, but these are people that are always wildly bullish on everything) which would mean the company only trades 3X sales of that one product. If something oral comes out it could be large IMO. Also, I think the CNTO & JNJ story is sinking in (even if it may not happen) and people are realizing CORR has a nice little franchise in that area, and is a LOT cheaper by most measures. DAK

To: aknahow who wrote (438)	5/11/1999 7:58:00 PM
From: Edscharp	Read Replies (2) \| Respond to of 712

From MTSL - May 6, 1999 "In the discussion of cardiovascular disease in our last issue, we compared in considerable detail the attributes of Cor Therapeutic's Integrilin with Centocor's ReoPro. To summarize, Integrilin is approved for use in patients with unstable angina and non-Q-wave myocardial infarction, and in conjunction with angioplasty. ReoPro is only approved for the last indication. Integrilin has a much shorter half-life that ReoPro, therefore resulting in less adverse side effects, like internal bleeding. cor's historically conservative management has just upped dramatically its estimates for Integrilin sales for this year and the two following. in the pipeline, Cor's thombin inhibition and oral GPIIb/IIIa antagonist programs address the major markets of blood clot reduction and chronic heart disease, respectively. Centocor has a "clot buster" already on the market. Centocor's market cap, at $3.2 billion, is over ten times that of Cor, yet Centocor seems poised to lose market share to Cor in the cardiovascular area and to Isis in Crohn's disease. Curiously, both Cor and Centocor have been speculated to be the targets of merger and acquisition activity this year. Cor has strong ties to Chiron, which has money to burn and a desire to expand their programs for cardiovascular disease and cancer."